走进双林股份有限公司展厅，一款仅重3.7克的微型滚柱丝杠正在机械手中灵活运转，展现精密制造工 艺。 "0.003毫米超高精度加工难题破解，帮助人形机器人灵巧手实现成本降低20%，成为技术突破的关键。 丝杠不仅是传动部件，更是打开万亿级赛道的钥匙。"双林股份董事长邬建斌说，从家电配件起家到进 军汽车零部件领域，再到涉足人形机器人、低空经济等新赛道，公司带动上下游200余家企业协同发 展。目前，公司拥有核心专利364项，其中发明专利82项。 跨界发展的企业比比皆是，失败的企业不在少数。面对各种风险挑战，双林股份跨界成功的密码是什 么？记者深入企业一探究竟。 发挥技术优势 双林股份的发展历程始于1987年，在浙江宁波的宁海县电子配件厂及无线电模具厂的基础上成立。2000 年之后，公司通过多地布局，进军汽车零部件领域。2010年，公司在深交所上市，成为宁波市宁海县首 家上市公司。 一家汽车零部件企业，如何切入人形机器人这一前沿赛道？答案深植于其"老本行"——汽车电动座椅水 平驱动器（HDM）之中。作为座椅水平调节的核心部件，该产品对精度、强度、寿命及噪声控制均有 极为严苛的要求，其设计与制造技术曾经长期被国外企业垄断 ...

"0.003毫米超高精度加工难题破解，帮助人形机器人灵巧手实现成本降低20%，成为技术突破的关键。 丝杠不仅是传动部件，更是打开万亿级赛道的钥匙。"双林股份董事长邬建斌说，从家电配件起家到进 军汽车零部件领域，再到涉足人形机器人、低空经济等新赛道，公司带动上下游200余家企业协同发 展。目前，公司拥有核心专利364项，其中发明专利82项。 跨界发展的企业比比皆是，失败的企业不在少数。面对各种风险挑战，双林股份跨界成功的密码是什 么？记者深入企业一探究竟。 走进双林股份有限公司展厅，一款仅重3.7克的微型滚柱丝杠正在机械手中灵活运转，展现精密制造工 艺。 发挥技术优势 双林股份的发展历程始于1987年，在浙江宁波的宁海县电子配件厂及无线电模具厂的基础上成立。2000 年之后，公司通过多地布局，进军汽车零部件领域。2010年，公司在深交所上市，成为宁波市宁海县首 家上市公司。 一家汽车零部件企业，如何切入人形机器人这一前沿赛道？答案深植于其"老本行"——汽车电动座椅水 平驱动器（HDM）之中。作为座椅水平调节的核心部件，该产品对精度、强度、寿命及噪声控制均有 极为严苛的要求，其设计与制造技术曾经长期被国外企业垄断 ...

走进双林股份有限公司展厅，一款仅重3.7克的微型滚柱丝杠正在机械手中灵活运转，展现精密制造工 艺。 "0.003毫米超高精度加工难题破解，帮助人形机器人灵巧手实现成本降低20%，成为技术突破的关键。 丝杠不仅是传动部件，更是打开万亿级赛道的钥匙。"双林股份董事长邬建斌说，从家电配件起家到进 军汽车零部件领域，再到涉足人形机器人、低空经济等新赛道，公司带动上下游200余家企业协同发 展。目前，公司拥有核心专利364项，其中发明专利82项。 跨界发展的企业比比皆是，失败的企业不在少数。面对各种风险挑战，双林股份跨界成功的密码是什 么？记者深入企业一探究竟。 发挥技术优势 双林股份的发展历程始于1987年，在浙江宁波的宁海县电子配件厂及无线电模具厂的基础上成立。2000 年之后，公司通过多地布局，进军汽车零部件领域。2010年，公司在深交所上市，成为宁波市宁海县首 家上市公司。 一家汽车零部件企业，如何切入人形机器人这一前沿赛道？答案深植于其"老本行"——汽车电动座椅水 平驱动器（HDM）之中。作为座椅水平调节的核心部件，该产品对精度、强度、寿命及噪声控制均有 极为严苛的要求，其设计与制造技术曾经长期被国外企业垄断 ...

Group 1 - The article highlights that during the last week before the holiday (February 9-13), 65 A-share listed companies were surveyed by institutions, with over 60% of the surveyed stocks achieving positive returns, led by Chongde Technology with a weekly increase of 28.62% [3] - TianShun Wind Power was particularly favored by institutions, receiving attention from 237 institutional investors, focusing on its offshore wind power shipment expectations for 2026, domestic and international capacity layout, and zero-carbon business planning [5][7] - NanKun Group was cautious in its mining resource investments, participating in various precious metal mining projects while adhering to strict investment principles, emphasizing a stable production capacity and ongoing upgrades to processing equipment [9][10] Group 2 - GuoNeng RiXin received inquiries from 39 institutions regarding its strategic layout and investment in the electricity trading sector, highlighting its focus on increasing personnel and developing AI-driven trading capabilities [10][12] - DuoLi Technology engaged with 35 institutions, discussing its acquisition of a 70% stake in HanMeng Transmission to enhance its core components business for robots, aiming to leverage synergies in production and product development [13][14]

节前最后一周（2月9日—2月13日）共有65家A股上市公司接受机构调研。从赚钱效应看，超六成机构 调研股实现正收益，其中崇德科技以28.62%的周涨幅位居榜首，光力科技涨26.24%，百川股份涨 24.33%，爱迪特涨24.12%，国投智能、东方钽业等公司涨幅均超10%。 天顺风能接受237家机构调研 天顺风能（002531）是本周机构追捧的香饽饽，周内共有237家机构投资者参与其调研。机构重点关注 该公司2026年海上风电出货预期、国内外产能布局、零碳业务规划等。 在调研中，天顺风能表示，因海上风电出货量与行业施工进度高度相关，且审批和施工环节较长，暂不 做出货量预测。不过，公司在国内外布局多个海上风电相关生产基地，国内盐城射阳、江苏通州湾、揭 阳、阳江、汕尾等地基地分别规划单桩、导管架、支撑桩等产能，漳州基地处于规划阶段。海外德国库 克斯港基地稳步推进，设计产能50万吨单桩。针对海外业务，天顺风能表示明确国内基地分工（揭阳阳 江生产导管架、通州湾生产大型单桩及漂浮模块），海外德国基地生产本地大单桩，利用堆场配合国内 形成全球交付能力，还计划自建特种船保障物流。 天顺风能还表示，零碳业务是公司核心之一，未来 ...

Group 1: Company Performance Overview - In Q3 2025, the company achieved operating revenue of 9.75 billion yuan, a year-on-year increase of 2.13%, and a quarter-on-quarter increase of 13.13% [2] - Net profit attributable to shareholders decreased by 72.13% year-on-year to 3,420.77 million yuan, and decreased by 44.94% compared to Q2 2025 [2] - For the first nine months of 2025, the company reported operating revenue of 27.09 billion yuan, an increase of 8.92%, while net profit attributable to shareholders fell by 43.93% to 1.92 billion yuan [2] Group 2: Business Development and Strategy - The company is actively expanding new business areas and enhancing product development to improve the value of each vehicle's components [2] - A recent acquisition plan involves obtaining 70% equity in Suzhou Hanmeng Transmission Technology Co., Ltd. to advance the company's robotics components business [2][4] - Hanmeng Transmission has over 10 years of experience in the harmonic drive sector, holding 48 effective patents, including 17 invention patents and 31 utility model patents [3] Group 3: Investor Engagement and Future Plans - The company is committed to diversifying its business structure to build a more resilient and growth-oriented industry layout [4] - The acquisition of Hanmeng Transmission aims to leverage synergies in manufacturing, product development, and supply chain channels to enhance competitive advantage [5][6] - Future capacity planning will be flexible, adjusting based on market feedback and business development to ensure efficient supply-demand matching [6]

花旗发表研报指，敏实集团宣布与绿的谐波达成框架协议，拟在美国成立一家合资企业，从事人形机器 人关节模块组装业务。敏实的全资子公司敏加州敏实将持有合资企业60%的股权，而绿的谐波则保留 40%的股权。花旗认为，此合作旨在策略性结合敏实在本地生产和机器人/零件制造方面的优势，及绿 的谐波在减速器领域的技术领导地位；料合作将大幅提升来自美国人形机器人制造商的订单量；并预计 合资企业将于今年下半年正式成立，届时公司应会提供关于营收与产量前景的进一步细节。花旗重申对 敏实的"买入"评级，目标价为46港元，并列入90日内潜在上涨催化剂观察名单。 ...

Core Viewpoint - The company, Haoneng Co., Ltd. (603809), is actively expanding its market presence and striving for customer orders across its various business lines, indicating a strong overall operational performance and growth momentum [1] Group 1: Business Operations - The company primarily engages in the research, development, production, and sales of automotive transmission system components [1] - It also specializes in high-precision manufacturing of aerospace components and the development and production of robotic parts [1] - All business lines are currently focused on market expansion and securing customer orders [1] Group 2: Financial Performance - The overall operational situation of the company is reported to be good, with a strong development trend [1]

格隆汇2月5日丨科达利(002850.SZ)披露投资者关系活动记录表显示，公司机器人业务聚焦核心零部件 赛道，形成了以减速器为主的旋转关节、以丝杠为主的直线关节和灵巧手三大方向协同的产品布局。围 绕机器人核心运动控制环节，打造全品类、全场景、协同化的机器人业务体系，持续赋能机器人产业应 用落地。 ...

Group 1: Production Capacity and Utilization - The company maintains a high production capacity utilization rate and is actively upgrading equipment and expanding capacity [2] - The production schedule for Q1 2026 is progressing as expected, with operations running smoothly [2] Group 2: Impact of Raw Material Prices - Rising raw material costs have a certain impact on the company, which is implementing multiple measures to mitigate these effects [3] - Key strategies include capacity expansion, technological innovation, and internal management improvements to reduce costs [3] Group 3: Robotics Business Development - The company focuses on core components in the robotics sector, including reducers, linear joints, and dexterous hands [5] - A comprehensive robotics business system is being developed to enhance industry applications [5] Group 4: International Market Expansion - The company is optimistic about overseas market growth, with steady progress in international projects [6] - European production bases are advancing, while projects in the U.S. and Thailand are in preparatory stages [6] Group 5: Battery Structure Components - The energy storage battery structure components are experiencing significant growth due to high demand [7] - Despite this, the structural components for power batteries remain the primary revenue source [7] Group 6: Future Strategic Planning - The company aims to solidify its position as a leader in precision components for power batteries, focusing on capacity upgrades and technological advancements [9] - A "dual-core strategy" is being implemented to develop humanoid robots and high-precision reducers, creating a second growth curve [9] Group 7: Large Cylindrical Battery Components - The company has the capability to produce large cylindrical battery structure components, with production expected to ramp up steadily this year [9]